DocuSign Integration

With Mixmax's DocuSign integration, you can create a Rule to notify your team when a DocuSign envelope is signed. To create rules, you'll need Mixmax's Enterprise plan. To connect with DocuSign, you'll need DocuSign's Enterprise plan.

Here's how to set it up:

  1. Go to the Integrations page in the Mixmax web app, and click Connect to DocuSign.

  2. Enter your DocuSign credentials.
  3. Go to the Rules section of the Mixmax dashboard. Create a new rule:
    1. Choose a trigger: Click DocuSign
    2. Choose a filter (optional): You can filter. For example, you only get notifications when a document with a particular filename is completed.

    3. Choose an action: In this example, we'll send a Slack channel a message.

Want to do more with DocuSign? Let us know what you'd like to see! 

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